Client dashboard for viewing job progress

Client dashboard for viewing job progress

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Is there a product which would enable clients to pre-approve certain tasks and view progress of their assignment, upcoming jobs and so forth without having to specifically email the accountant.

For instance, I do not need any information from the client in order to proceed with the company annual return.  It would be preferable for clients to pre-approve the completion of the annual return via an online portal or client dashboard.  Certain subscription based services have similar facilities.

I currently use a secure document exchange facility through which I can upload documents, such as Tax returns, and clients can approve these.  There is a login facility.  However, this shows only historical data.  It does not show what documents will next be due for completion, forthcoming year end and estimated fees for these services.

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By cheekychappy
21st Apr 2015 19:10

Has anyone ever told you that your logo looks like conman on first glance?

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Coman And Co
By ComanCo
21st Apr 2015 19:09

Cheeky Chappy

Try to control your comments

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By cparker87
21st Apr 2015 20:12

So...
You want something that gives you authority (the client having accepted you undertaking that duty on their behalf) to complete items due through a clients compliance year? Sounds like an engagement letter.

Am I misunderstanding your meaning?

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